Open Path Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Open Path Financial provides fee-only financial planning and advisory services to individuals, families, businesses, trusts, and similar organizations through one-on-one consultations and project engagements. Rather than managing client investment accounts, the firm delivers planning, investment analysis, and related advice on an hourly or fixed-project basis.
The firm’s advice emphasizes long-term, diversified exposure to low-cost funds and tax-aware strategies, generally favoring broad index funds and ETF-based allocation tailored to client goals. Work is delivered on a time-based schedule and typically concludes upon delivery of the plan, with clients able to re-engage for follow-up hourly consultations or ongoing hourly advising.
Distinctive for a firm in the investment-manager category, Open Path bills on an hourly, fee-only basis and does not charge percentage-of-assets fees, maintain assets under management, or take custody or trading authority over client funds. It also offers a subscription to the modeling software it uses and operates an affiliated education business that provides public financial education and workshop-style content, a combination of services that is uncommon among peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial Insight Consultation: $3,400; Open Path Software Suite Subscription: $649 per year billed semi-annually in 50% increments; Comprehensive Financial Planning fees range from $6,375 to $21,250 or more depending on complexity.
$425 per hour billed in six-minute increments.
Open Path Software Suite Subscription at $649 per year, billed semi-annually in 50% increments.
Fee-only: Hourly fee of $425 per hour billed in six-minute increments (0.1 hours). Fees vary based on time and complexity; comprehensive planning fees range from $6,375 to $21,250+ depending on complexity level.
Main office
5661 Ekwill St., Suite 101
Goleta CA 93117-3943
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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